Experience

La Trobe Financial

• Australia
• Financial Services
• 300 - 400 Employee

• Wealth Team Account Manager

  • Mar 2017 - Present



Revolution Finance

• Associate Director

  • Feb 2016 - Jan 2017

  Led, guided and motivated Asset Finance Team through daily operations, tracking progress of each member. Held daily Scrum meetings, successfully identifying broker issues while developing effective solutions. Served as subject matter expert in lending policies. Met weekly with CEO to report on progress and develop new ideas for business growth.

• Finance Consultant

  • Oct 2014 - Feb 2016

  Oversaw consumer, commercial and personal loan transactions spanning multiple jurisdictions. Took in-depth assessments of client needs, developing custom asset finance and insurance solutions.



GESB

• Australia
• Financial Services
• 1 - 100 Employee

• Superannuation Administrator

  • Jun 2014 - Oct 2014

  Managed maintenance of superannuation investments. Completed adjustments of pension and retirement income for clients. Performed regular insurance administration, in collaboration with insurance company partner. Managed maintenance of superannuation investments. Completed adjustments of pension and retirement income for clients. Performed regular insurance administration, in collaboration with insurance company partner.



Ladac Financial Services

• Perth, Australia

• Assistant Accountant

  • Mar 2012 - Sep 2013

  Performed basic bookkeeping duties. Completed accounts and tax returns for clients. Served as first point of contact for all new and existing company clients. Performed basic bookkeeping duties. Completed accounts and tax returns for clients. Served as first point of contact for all new and existing company clients.